the more accurate your information the better our solution will be.

If your project is more than $10M in total phone us on 03 9832 0802.

your details.

First Name
Middle Name
Last Name
Gender
Date of Birth
as dd/mm/yyyy
Drivers Licence Number
Expiry Date: State
Marital Status
Number of Dependants
Are you an Australian Citizen
Address
Unit No  / Street No     
Street Name
Suburb

State Postcode
Residence Status
If you rent, monthly payment is $
If you rent please supply Agent / Landlord Name
Phone Number
Date Moved In
as dd/mm/yyyy
Telephone Home
Telephone Mobile
Email Address
Occupation
Status
Employer's Name
Address
Unit No  / Street No     
Employers Address Street Name
Suburb

State Postcode
Work Phone Number
Employment Start Date
as dd/mm/yyyy
How would you rate your current job security?
(The higher the number, the more secure you feel.)
Gross Annual Income
$ per year
Family Allowance etc.
$ per year
Invest Property Rental Income
$ per year
Do you have any other income?
Yes No
A couple of important credit questions.
Do you have credit defaults?
(If YES provide details.)
Are all current credit commitments up to date?
(If NO provide details.)

Please tell us lender preference?

Are there are any lenders that you do not wish to deal with?
Do you have any preference as to the type of lender that you deal with?

tell us about the development project.

Amount you wish to borrow.
$
What is the estimated completion value?
$
Have you completed a project before?
Yes No
If yes what date was it completed?
mm/yy
Previous Value $

Please list ALL current liabilities.

Liability Type
Amount Owing
Payments
Limit
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$

Please list ALL current assets.

Asset Type
 
Property1
Is
Value $
Address (As Above)
Unit No / Street No  
Street Name
Suburb
State Postcode
     
Property 2
Is
Value $
Address
Unit No   /  Street No   
Street Name
Suburb
State Postcode
     
Property 3
Is
Value $
Address
Unit No   /  Street No   
Street Name
Suburb
State Postcode
     
Motor Vehicle 1
Year Make
$
Motor Vehicle 2
Year Make
$
Shares
 
$
Home & Contents
 
$
Bank Account
Who with?
$
Bank Account
Who with?
$
Bank Account
Who with?
$
Other Assets
What is it?
$
Other Assets
What is it?
$

How did you find us?

Their name:
Is there anything else you would like to add or do you have any questions?
We are committed to protecting your privacy. We use the information you provide to assist you with your credit needs, including the preparation and submission of loan applications. We also use it to send you product information and promotional material. From time to time this will include direct marketing communications but we will always give you the option of not receiving these communications. We provide your information to the companies with whom you choose to deal (and their representatives). We may also provide your information to contractors who supply services to us (e.g. to handle mailings on our behalf), and to others if we are required to do so by law. We do not trade, rent or sell your information or disclose it to overseas recipients. If you don’t provide us with full information, we can’t properly advise or assist you with loan applications. Our Privacy Policy contains information about how you can access and ask us to correct your information, or make a privacy related complaint. You can obtain a copy by clicking here.
I/We hereby request a proposal for a mortgage loan to be prepared by Money Simplicity and understand that such a proposal will be based on information provided herein which is true and correct. By asking us to assist with your credit needs, you consent to the collection and use of the information you have provided to us for the purposes described above.